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Home > Institutional Investor > Legacy Solutions, Llc > Profile

Instuitional Investor - Legacy Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Legacy Solutions, Llc
Portfolio Value $90,784,691
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 216,005 $14,204,468 15.65%
2.
Spdr Index Shs Fds
 207,466 $7,553,825 8.32%
3.
Ishares Trust
 IEF 71,985 $6,643,466 7.32%
4.
Ishares Trust
 IEF 51,323 $6,522,140 7.18%
5.
Vaneck Etf Trust
 62,873 $5,532,804 6.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)